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FREQUENTLY ASKED QUESTIONS
Question:
I want my child to take care of my affairs when I am no longer able to do so. How can I make sure she will be permitted to act for me?
Answer:
Have an Elder Law Attorney prepare a Durable Power of Attorney, designating an agent and perhaps even a successor agent to act on your behalf.
Question:
If I have given someone a durable power of attorney, will it be necessary to have a guardianship proceeding if I become incapacitated?
Answer:
No.
Question:
If I give a POA to another, do I give up the right to manage my own affairs?
Answer:
No. As long as you have not been declared legally incompetent by a court, you can manage your own financial affairs.
Question:
Does Medicare or Medicaid pay for long-term care?
Answer:
Medicare will sometimes pay a portion of your stay in a skilled nursing facility for up to 100 days. However, Medicare only pays this portion under limited circumstances. If you qualify, Medicaid will pay the cost of your long-term care in a skilled nursing facility.
Question:
Is there any insurance that covers the cost of long-term care? Is it fair and inexpensive?
Answer:
Most insurance companies now offer long-term care insurance policies. All policies are different. You should always review the contract thoroughly to make sure you understand what benefits you are paying for.
Question:
When is it time to go from in-home care to something else?
Answer:
When you can no longer perform certain necessary activities of daily living, you might consider moving into a facility that can provide a skilled level of care around the clock. This is a personal decision that families should make together with their doctor.
Question:
I hear that I can't apply for Medicaid for five years. Is that right?
Answer:
Not necessarily. If you have transferred assets out of your name in the last five years, Medicaid assigns a period of Medicaid ineligibility based on the amount of the transfer. Depending on the transfers that were made, it may not be necessary to wait five years prior to applying for Medicaid benefits.
Question:
Is it true that the nursing home resident must sell his or her home?
Answer:
Absolutely not. Your homeplace is exempt for Medicaid eligibility purposes. However, at your death, Medicaid can place a lien against your home to reimburse themselves for the cost of paying for your care.
Question:
Is the care any different between private pay and Medicaid?
Answer:
No. You receive the same care in a skilled nursing facility whether you are a Medicaid patient or paying privately for the cost of your care.
Question:
Do my children have a legal responsibility to support me?
Answer:
No.
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PUBLISHED ARTICLES
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ETHICAL CONSIDERATIONS IN THE CONTESTED GUARDIANSHIP
LEGAL ETHICS AND SPECIAL NEEDS TRUSTS: THE BASICS ARE STILL DIFFICULT
NAELA'S ASPIRATIONAL STANDARDS - READY, SET GO! WHEN AND HOW TO BEGIN HONORING COMPLIANCE IN PRACTICE
ELDER CLIENTS WITH DIMINISHED CAPACITY: NAELA'S RESPONSE TO SPECIFIC CASE APPLICATIONS AND ITS DEVELOPMENT OF ASPIRATIONAL STANDARDS THAT MAY CROSS PROFESSIONAL ORGANIZATIONAL BOUNDARIES
THE NEW WRINKLED FACES OF CAPACITY: THE OLDER CLIENT WITH DIMINISHING CAPACITY
SPECIAL NEEDS TRUSTS - INCLUDING SPECIAL NEEDS - WHAT ARE THEY? WHEN ARE THEY NEEDED, OR NOT?
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PUBLISHED BOOKS
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GLOSSARY
A-B Trusts
The two "sub-trusts" are created when a person dies: the "A" Trust - also referred to as the "Marital Trust"- will be maintained for the benefit of the surviving spouse - and the "B" Trust - also referred to as the "By-Pass Trust", "Credit Shelter Trust" or "Family Trust" - will contain assets of a value equal to the deceased spouse's remaining estate tax exclusion amount and will also be held for the benefit of the surviving spouse during his or her lifetime. Upon the death of the surviving spouse, the B-Trust will pass to the children (or other beneficiaries) without any additional estate tax, irrespective of the value of the B-Trust at that point.
The process of probate, when the personal representative collects assets of the decedent, pays claims, and distributes the remainder of the estate according to the will, or according to the Law of Descent and Distribution.
Administrator
The person or corporate fiduciary appointed by the Probate Court to manage the probate estate where no executor (personal representative) has been appointed to do this job, or where the appointed executor is unable or unwilling to serve.
Agent
A person authorized to act on behalf of another person, the "principal."
American Academy of Estate Planning Attorneys
A good source for information on effective estate planning that will preserve your wealth; a national affiliation of attorneys focused on estate planning.
Applicable Exclusion Amount
The amount of property owned by a decedent effectively exempt from the federal estate and gift tax. ($1,500,000 in 2004.)
Assignment
Transfer of title of an asset from one owner to another, such as from a person to a trust.
Attorney-In-Fact
The person named as an agent under a Power of Attorney to conduct the affairs and deal with the property of another.
Beneficiary
The person named in a will or trust to receive property from the maker of the will or trust.
By-Pass Trust
The Trust created to hold assets of a value equal to the decedent's exclusion amount, $1,500,000 in 2004, on such terms that those assets will "by-pass" further estate taxes when the initial beneficiary of the trust dies. (Same as "Credit Shelter Trust", "Family Trust", and "B-Trust".)
Capacity
The legal competence to effectively perform a given act (e.g. to write a Will or Trust, to enter into a binding contract).
Charitable Remainder Annuity Trust
A charitable remainder trust in which the named beneficiaries receive a fixed payment of not less than five percent of the fair market value of the original principal over the course of a specified period after which the remaining principal passes to charity.
Charitable Remainder Trust
A trust in which individuals are named as beneficiaries to receive income for a period of time (as the lifetimes of the beneficiaries) after which the principal passes to charity. Note: Charitable remainder trusts qualify for tax exemptions under section 664 of the Internal Revenue Code.
Charitable Remainder Unitrust
A charitable remainder trust in which the named beneficiaries receive payments of a fixed percentage and not less than five percent of the value of the trust assets as determined annually for a specified period after which the remainder passes to charity.
Charitable Trust
A trust created for the purpose of performing charity or providing social benefits. Unlike most trusts, a charitable trust does not require definite beneficiaries and may exist in perpetuity.
Conservatorships
Court proceeding initiated to supervise management of the property and affairs of an incapacitated or incompetent person.
Credit Shelter Trust
Synonym for "B-Trust", "By-Pass Trust" and "Family Trust." (See above.)
Crummey Trust
An irrevocable trust established to qualify contributions for the annual federal gift tax exclusion (currently $11,000) for gifts of a present interest. So-called because the trust contains "Crummey Powers," enabling a beneficiary to withdraw assets contributed to the trust for a limited period of time.
Decedent
A deceased person, especially one who has recently died.
Designated Beneficiary
An individual beneficiary of a retirement account (IRA, 401(k), 403(b), etc.) who qualifies as a person whose life expectancy may be used, either jointly or singly, for determining minimum annual distributions.
Designated Beneficiary Trust
A specially designed trust that qualifies its beneficiary for "designated beneficiary" status under Internal Revenue Regulation 1.409(a)9.
Durable Power of Attorney
A legal instrument whereby one appoints and empowers another person as agent to deal with one's property and personal affairs. It remains effective even after the maker becomes incapacitated.
Equitable Title
Beneficial ownership of an asset; the right to use, spend, consume and/or enjoy an asset or its income.
Estate
The total collection of a decedent's assets whether or not they pass through probate.
Estate Planning
A process by which a person designs a strategy and prepares documents to conserve, protect, and distribute estate assets before and after death for the benefit of loved ones, taking into consideration the effect of state and federal tax and administrative laws and regulations. It can also involve planning for the use of your assets for your care if you become unable to manage your affairs during your lifetime.
Estate Planning Attorney
The point-person for the trust administration, assisting the trustee with the inventorying of assets, preparation of estate tax (Form 706) and other tax returns, making of tax elections, and distribution of trust assets as provided under the trust document. Often, the estate attorney coordinates the interaction of other professionals needed for the trust administration.
Estate Tax
Tax imposed by U.S. government and most states on the transfer of property from a decedent to his or her heirs or beneficiaries. The estate tax is levied on and measured by the size of the decedent's estate, rather than on the amount received by any particular beneficiary.
Exclusion Amount
The new term -"applicable exclusion amount"- used by the Taxpayer's Relief Act of 1997 to identify the amount of property owned by a decedent effectively exempt from the federal estate and gift tax.($1,500,000 in 2004.) See "Unified Credit".
Exemption Equivalent
Old term for applicable exclusion amount (See above).
Executor (male)/Executrix (female)
The one nominated in a Will and thereafter appointed by the Probate Court to manage and distribute a decedent's estate in accordance with the terms of the Will. May also be referred to as a Personal Representative.
Family Trust
A Trust established to benefit one's spouse, children and/or other family members. Often used in reference to the By-Pass Trust discussed above.
Fiduciary
A person or corporation who occupies a position of trust and accountability (e.g. Trustee, Administrator, Executor, Guardian, Conservator).
Financial Planner
Assists the trustee or estate planning attorney in valuing securities, re-titling assets and making distributions to the beneficiaries.
Fractional Interest
The less than 100% share of ownership held by a joint owner of an asset.
Funding A Trust
Re-registering legal title to one's assets in the name of the Trustee of a Trust.
Generation Skipping Transfer (GST) Tax
A federal tax imposed on certain transfers, either by gift or at death, between a donor/decedent and a person more than one generation removed (e.g., a grandchild). Currently the tax rate is a flat 48% on all such transfers; however, each individual currently has a $1,500,000 exemption (2004) available from the GST tax. The GST Tax is scheduled to be abolished in 2010, but reinstated in 2011.
General Durable Power of Attorney
This is a General Power of Attorney that remains valid even during your incapacity.
General Power of Attorney
Provides your Agent with the broadest authority possible. It says that at any time - and in just about any capacity - your Agent can conduct business in your name. The Agent can be given great discretion.
Gift
A voluntary, gratuitous transfer of property made to another person.
Gifting Language
Special language that may be drafted and included with your Trust document and Power of Attorney to give authority to gift assets to accomplish planning goals.
Gift Tax
Federal tax on completed gifts from one person to another. Under the Internal Revenue Code, the Gift Tax applicable exclusion amount is $1,000,000. There is currently an annual exclusion of $11,000 applying to each gift of a present interest from a donor to each donee.
Gift Trust
An Irrevocable Trust established to act as the repository of gifts to its beneficiaries, drafted such that the gifts to the trust will be excluded from the donor's taxable estate at death. (See "Crummey Trust".)
Grantor
The person who establishes a Trust. Also referred to as the "Trustor" and "Settlor" of the Trust.
Gross Estate
The total value, for estate tax purposes, of everything in which one has an ownership interest at the time of death.
Guardianship
A Court supervised proceeding where a guardian is appointed or selected by the Court to act on the behalf of an incapacitated person or a minor. A guardian must be appointed if the incapacitated person did not designate an agent in a Durable Power of Attorney while he or she was well.
Health Care Power of Attorney
This type of Power of Attorney outlines the specific medical decisions that you would like to see made in the event of your incapacity and appoints an Agent to carry out your wishes.
Heir
The person entitled to a distribution of an asset or property interest under applicable state law in the absence of a Will. (Note that "heir" and "beneficiary" are not synonymous, though they may refer to the same individual in a particular case.) Your heirs are the ones who will inherit your property if you die with no valid Will or Trust in effect.
Inheritance Tax
Tax imposed by some states on the amount received by a particular heir or beneficiary.
Insurance Trust
An irrevocable trust established to own life insurance on a person, so designed as to exclude the proceeds of the policy - the death benefit - from the insured person's taxable estate at death.
Intestate/ Intestacy
When one dies without a valid will, such that the decedent's estate is distributed in accordance with state law. (See "Heir" above.)
Intervivos
A term used to describe a trust that was created during the lifetime of the grantor, rather than a testamentary trust created by a will.
Inventory
A list of the assets of the decedent or disabled person that is prepared by an attorney and signed by the fiduciary (personal representative or conservator/guardian). This is required to be filed in Probate court.
Irrevocable Trust
A trust that cannot be revoked, modified or amended once it has been established. Irrevocable trusts are often used in tax planning to get property "out" of a person's estate so that it will not be subject to estate tax upon his or her death.
Joint Ownership
Any arrangement through which title to an asset is shared by more than one owner. (See "Joint Tenancy," "Tenancy-by-the-Entirety," "Tenancy-in-Common.")
Joint Tenancy
A form of joint ownership of property that carries an automatic right of survivorship, such that title to the property automatically vests in the surviving joint tenant(s) by operation of law upon the death of one joint tenant. (Contrast with "Tenants-in-Common.")
Law of Descent and Distribution
A state statute that determines the distribution of the property of a decedent who died without a valid will (intestate) to the decedent's heirs.
Legal Title
"Registered ownership" of an asset. Refers to the person(s) whose name is on the deed, signature card, registration certificate, etc.
Life Insurance Agent
Assists the trustee or estate planning attorney in obtaining death benefits that may be payable to a beneficiary or the trust itself.
Life Estate Deed
A real estate transfer document which an owner signs and records during his or her lifetime, but which transfers title to the real estate to the beneficiary at the owner's death. This is an instrument used in small estates to avoid probate of the homestead instead of creating a trust.
Living Trust
An estate plan, that unlike a will, may avoid probate.
Marital Deduction
The deduction against gross estate value accorded by the Internal Revenue Code for transfers by gift or upon death to one's spouse. Under current law the marital deduction is unlimited, e.g. there is no estate or gift tax on qualifying transfers of any amount to a U.S. citizen spouse. (See QDOT below with respect to non-U.S. citizen spouses.)
Marital Trust
Trust established to hold the surviving spouse's share of property upon the death of first spouse to die (see "A-B Trust" above). This trust qualifies for the marital deduction (See above.)
Medicaid
Is available only to certain low-income individuals and families who fit into an eligibility group that is recognized by federal and state law. Medicaid does not pay money to you; instead, it sends payments directly to your health care providers. Depending on your state's rules, you may also be asked to pay a small part of the cost (co-payment) for some medical services. Medicaid is a state administered program and each state sets its own guidelines regarding eligibility and services.
Medicare
Is a health insurance program for:
people age 65 or older,
people under age 65 with certain disabilities, and
people of all ages with End-Stage Renal Disease (permanent kidney failure requiring dialysis or a kidney transplant).
Medicare has:
Part A Hospital Insurance - Most people don't pay a premium for Part A because they or a spouse already paid for it through their payroll taxes while working. Medicare Part A (Hospital Insurance) helps cover inpatient care in hospitals, including critical access hospitals, and skilled nursing facilities (not custodial or long-term care). It also helps cover hospice care and some home health care. Beneficiaries must meet certain conditions to get these benefits.
Part B Medical Insurance - Most people pay a monthly premium for Part B. Medicare Part B (Medical Insurance) helps cover doctors' services and outpatient care. It also covers some other medical services that Part A doesn't cover, such as some of the services of physical and occupational therapists, and some home health care. Part B helps pay for these covered services and supplies when they are medically necessary.
Prescription Drug Coverage - Most people will pay a monthly premium for this coverage. Starting January 1, 2006, new Medicare prescription drug coverage will be available to everyone with Medicare. Everyone with Medicare can get this coverage that may help lower prescription drug costs and help protect against higher costs in the future. Medicare Prescription Drug Coverage is insurance. Private companies provide the coverage. Beneficiaries choose the drug plan and pay a monthly premium. Like other insurance, if a beneficiary decides not to enroll in a drug plan when they are first eligible, they may pay a penalty if they choose to join later.
Medicaid Triggers
These "triggers" or events can put into motion the shift of assets out of the name of the person who is incapacitated in order to qualify for Medicaid benefits.
Personal Property
"Tangible" personal property refers to household furnishings, jewelry, etc. "Intangible" personal property refers to financial assets such as bank accounts, stocks, bonds, insurance, etc.
Personal Representative
An executor or administrator (See above.)
Pour-Over Will
A Will used in conjunction with a Revocable Living Trust to dispose of any property owned by the decedent at time of death which was not transferred to the Trust. The Pour-Over Will also revokes all prior wills, but unlike traditional wills it does not contain detailed dispositive provisions; rather it directs distribution of all individually owned property of the Testator to the Trustee of his/her Trust. The Trust instrument contains detailed instructions relating to the distribution of the property. Like all Wills, a Pour-Over Will must be admitted to probate to be effective.
Power-of-Attorney
A legal instrument whereby one appoints and empowers another person as agent to deal with one's property and affairs. (See Attorney-in-Fact above). A General Power-of-Attorney is one which gives the Attorney-in-Fact broad, plenary powers; a Special Power-of-Attorney limits the attorney-in-fact's authority to a particular property or transaction. Also see Durable Power of Attorney above.
Power of Attorney- document
A document authorizing one person, the "agent," to act on behalf of another person, the "principal." Also, referred to as "Attorney-in-Fact."
Present Interest
To be eligible for the annual $11,000 exclusion from the Federal Gift Tax, the gift must be of a "present interest." In other words, the gift must belong to the donee with "no strings attached."
Principal
A person who has appointed another person, his or her "agent," to act on his or her behalf.
Probate
The court supervised process of distributing property left in a will or in accordance with the law if no valid will exists. Since there is court oversight for the entire process, the Testator/Testatrix and his or her heirs can count on a full and fair administration and distribution of the estate. Probate is necessary whenever a deceased person leaves titled assets in the decedent's name alone.
Qualified Domestic Trust (QDOT)
A marital trust used for the benefit of a non-U.S. citizen spouse containing special provisions specified by the Internal Revenue Code such that transfers to the QDOT qualify for the estate tax marital deduction.
Qualified Personal Residence Trust (QPRT)
An Irrevocable Trust established to hold title to one's residence. The owner transfers ownership of the house to the trust, retaining the right to reside in the home for a period of years.
Real Property
Land and anything permanently attached to it.
Retirement Accounts
Any of the various accounts, funds or plans established to provide retirement benefits for an individual, created pursuant to federal laws and regulations and providing for tax-deferred accumulation during the life of the account, including IRAs, 401(k)s, 403(b)s, Pension and Profit Sharing Plans, etc. These accounts, with the exception of the new "Roth IRAs" and "Education IRAs," are subject to income tax upon withdrawal. They are also includable in the estate of the owner for Estate Tax purposes.
Revocable Living Trust
A trust established by an individual, or a married couple, that becomes effective immediately upon establishment while the Trustor is still alive (thus "Living"), remains revocable and amendable during the lifetime of the Trustor (thus "Revocable"), and is used to avoid probate; facilitate some tax planning; provide for management during periods of incapacity without need for guardianship conservatorship; address family circumstances; and provide for ultimate distribution of the estate.
Settlor
Same as "Trustor" or "Grantor." Old term for one who establishes a trust.
Special Needs Trust/Supplemental Needs Trust
A trust established for a disabled person to provide supplemental support without disqualifying the beneficiary from eligibility for governmental assistance programs.
Spendthrift Trust
A trust that is created for the benefit of a spendthrift who is paid income therefrom and that cannot be reached by creditors to satisfy the spendthrift's debts.
Successor Trustee/Substitute Trustee
The trustee who "takes over" upon the death, disability or resignation of the original trustee or a prior trustee.
Tangible Personal Property
Personal property which ordinarily has no registered ownership attached to it, e.g. furniture, clothing, jewelry, antiques, collections, etc., but not cash or other financial assets.
Tenancy-by-the-Entirety
A form of joint ownership of property available only to married couples. Very similar to Joint Tenancy in that title to the property automatically vests in the surviving spouse tenant-by-the-entirety. Tenancy-by-Entirety ownership provides some creditor protection in some states.
Tenancy-in-Common
A form of joint ownership in which a deceased tenant's share passes to his/her heirs or beneficiaries through his/her estate. (Contrast with Joint Tenancy.)
Testamentary Trust:
A Trust established in a person's Will. A Testamentary Trust only comes into operation after the Will has been probated and the assets have been distributed in accordance with the probate court order. In many states, Testamentary Trusts remain subject to the jurisdiction of the probate court.
Testator(male)/Testatrix(female)
Person who signs a will.
Transfer Tax
A tax levied when ownership of an asset is given, bequeathed or transferred to another. Includes the Estate Tax, Inheritance Tax, Gift Tax and Generation Skipping Transfer Tax.
Trust
An agreement between the grantor and the trustee, naming the trustee to control the grantor's property, or some of it, for the benefit of a beneficiary.The beneficiaries hold "equitable title" to those assets. The trust agreement defines the trustee's powers and duties. Trusts of various types are frequently used in estate planning to achieve tax, financial, and personal objectives.
Trustee
A person or corporation appointed by the Grantor to manage and distribute Trust assets in accordance with the terms and conditions specified in the Declaration of Trust. A Trust may have one or more Trustees (Co-Trustees) who act together.
Trustor
One who establishes a Trust. The terms "Grantor" and "Settlor" are synonyms for "Trustor."
Trust Estate
The assets transferred to the Trustee by re-registering their legal titles in the name of the Trustee of a Trust. The Trust Estate can include real estate, bank accounts, stock, bonds, brokerage accounts, partnership interests, tangible personal property, and many other types of financial and legal interests.
Unified Credit
The lifetime tax credit available to every U.S. resident (not limited to American citizens) as an offset against federal gift and/or estate taxes. While technically a credit, for discussion purposes, estate planners usually talk in terms of the equivalent exemption (the "applicable exclusion amount" in the latest Code terminology). In 2004 it is $1,500,000; by 2009 the exemption will have risen to $3,500,000. In 2010, the Estate Tax is abolished. However, present law provides for the reinstatement of the Estate Tax in 2011.
Will
A will declares who shall inherit an individual's assets (the beneficiaries) and who shall be responsible for distributing them to such beneficiaries (the executor/personal representative). For young parents and couples, a will can also be used to appoint a guardian for their minor children and a trustee to manage the children's money until they are old enough to handle it themselves.
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RECENT LAW CHANGES
The Deficit Reduction Act
The most significant legal change affecting our practice is the implementation of the Deficit Reduction Act in North Carolina. As of November 1, 2007 many of the asset preservation strategies that have benefited our clients for years will become ineffective. There are still a variety of planning techniques that we can suggest and we are always brainstorming and testing new ideas.
To learn more about how Booth Harrington & Johns can assist you or a loved one with information about recent law changes, please contact us toll free at 877.503.5337 or request a consultation with one of our associates
by
clicking here.
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DIRECTIONS
Charlotte Office
FROM I-85:
Take exit 79 to merge onto I-85-BR S/US-29 S/US-70 W toward Charlotte/High Point Continue to follow US-29 S/US-70 W
Continue on I-85 S (signs for Charlotte/Salisbury/I-85 S)
Take exit 38 to merge onto I-77 S/US-21 S toward Columbia
Take exit 10A for US-29/NC-27/Morehead St
Turn right at W Morehead St/NC-27/US-29
Turn right immediately into our building at 1230 W. Morehead.
Once on Morehead Street: Our four story building is immediatly off the exit on the right hand side. We are located in Suite 110, on the first floor.
PARKING: There is free parking available in the paved lot behind the building. Handicap parking spaces are available.
Greensboro Office
FROM I-40:
Exit at Freeman Mill Road (Exit 218B) and follow ramps toward downtown; Freeman Mill will become Edgeworth Street. Then follow directions in bold print below.
Once On Edgeworth Street: When you get downtown on Edgeworth Street, go past Hardee's, and cross over Friendly Avenue at the stoplight. We are the last building in the block on the left, with white trim, blue shutters and a disability ramp in the front.
FROM I-85:
Head east on W Morehead St toward Radio St
Turn left to merge onto I-77 N/US-21 N toward Statesville
Take exit 13A to merge onto I-85 N toward Greensboro
Take exit 120 to merge onto I-85-BR N/US-29 N/US-70 E toward Greensboro/I-40 W
Take exit 35B to merge onto Freeman Mill Rd/I-73 N/US-220 N toward I-40 W/Coliseum Area Continue to follow Freeman Mill Rd
Continue on S Edgeworth St to 239 North Edgeworth Street
Once On Edgeworth Street: When you get downtown on Edgeworth Street, go past Hardee's, and cross over Friendly Avenue at the stoplight. We are the last building in the block on the left, with white trim, blue shutters and a disability ramp in the front.
PARKING: There is free parking available in the paved lot beside building, or in the gravel lot across the street. (If you are on Edgeworth Street and get to the intersection of Edgeworth and Bellemeade, you've just passed us!)
Please Contact Us With Any Questions.
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NEWSLETTERS
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To View Please Click Article Title
Summer 2007
Lead Article : Will They Take Our Home Away?
Spring 2007
Lead Article: Is a family trust right for you?
Winter 2007
Lead Article: Is a family trust right for you?
Fall 2006
Lead Article: Providing for Children with Disabilities
Spring 2006
Lead Article: America's Seniors Lost in the Shuffle
Fourth Quarter 2005
Lead Article: Medicare Part D: Is It Really a New Option?
Third Quarter 2005
Lead Article : The Legacy of Terry Schiavo
Second Quarter 2005
Lead Article:
Mental Health and Aging
First Quarter 2005
Lead Article: Grandparents Raising Grandchildren
Third Quarter 2004
Lead Article: Detecting Elder Exploitation and Stopping It
Second Quarter 2004
Lead Article: The Medicare Act of 2003
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INTAKE FORMS
Elder Law Planning Questionnaire
Estate Planning Client Questionnaire for Married Persons
Estate Planning Client Questionnaire for Single Persons
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LAW LINKS
There are countless support and service agencies throughout North Carolina to help seniors and their families. We have compiled a short list of organizations in Guilford County with whom we have a longstanding relationship. We invite you to contact these groups for further information about the range of services they offer.
Senior Resources of Guilford County sponsors many services that are critically needed by older adults to maintain their independence.
The Shepherd's Center of Greensboro - Older adults helping each other pursue independent and active lives of quality, enriched and supported by learning and service activities in caring fellowship.
The Alzheimer's Association, the world leader in Alzheimer's research and support, is the first and largest voluntary health organization dedicated to finding prevention methods, treatments and an eventual cure for Alzheimer's.
The Senior Guide was founded as a consultant to the senior population and family members. Their website provides an on-line consultant resource to help familiarize readers with continuously increasing choices in senior living options in North and South Carolina, Virginia and Florida.
The Adult Center for Enrichment enriches the lives of frail and impaired adults, their families, and the community through specialized adult day services, respite care, education and support.
What is the National Academy of Elder Law Attorneys? Established in 1988 by a group of attorneys who recognized the need for Elder Law, the National Academy of Elder Law Attorneys is a professional association concerned with improving the availability and delivery of legal services to older adults.
The North Carolina Association of Trial Lawyers (NCATL) is dedicated to educating the public about its mission and goals, the work of trial lawyers, and the justice system as a whole. They welcome your interest in the North Carolina Academy of Trial Lawyers (NCATL) and hope you will take time to learn more about the different communities served.
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